How do I generate document codes for a file?

  • Created : 10/9/2020 5:22:11 PM
  • Updated : 2/2/2022 6:18:31 AM
    • You will be able to generate and assign document codes to a file if document codification is turned on for that library.
    • When you upload a file, you will see options to fill in the required metadata.

    • When you save and check in, Fulcrum+ will automatically generate a document ID (the number at the end of the document code) in sequence, based on the metadata chosen.
    • You can also choose to override this automatically generated sequence and enter your own number to be assigned to the document code.